Atlas Private Wealth Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Atlas Private Wealth Management’s Portfolio RFG Stock Details RFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-110	Closed	-$5K	–	314
2021 Q1	$5K	Buy	+110	New	+$4.81K	﹤0.01%	342
2020 Q1	–	Sell	-110	Closed	-$3K	–	476
2019 Q4	$3K	Buy	+110	New	+$3.24K	﹤0.01%	421

Other funds holding RFG

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Atlas Private Wealth Management's RFG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2021, closing a stake of 110 shares — an estimated $5K sold.

Atlas Private Wealth Management first reported a position in RFG in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 89 funds tracked by Wall St. Rank hold RFG as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 110 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2021, an estimated $5K.
Atlas Private Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2019 and held it in 2 quarters.
Atlas Private Wealth Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $5K in Q1 2021.
89 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.